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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$31.7M +$2.83M +97,677 +10%
HighTower Advisors
27
HighTower Advisors
Illinois
$29.5M +$1.17M +40,350 +4%
PAS
28
Park Avenue Securities
New York
$28.8M +$1.28M +44,233 +5%
AFAS
29
Acorn Financial Advisory Services
Virginia
$24.7M +$4.96M +171,086 +25%
PGA
30
Portland Global Advisors
Maine
$24.6M +$6.1M +210,672 +33%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$23.2M -$5.81M -200,485 -20%
HWA
32
Heartwood Wealth Advisors
Virginia
$22.5M +$1.68M +57,949 +8%
BSWM
33
Boston Standard Wealth Management
Massachusetts
$20.8M +$2.09M +72,116 +11%
MAM
34
Madison Asset Management
Wisconsin
$20.3M +$3.61M +124,668 +22%
RBA
35
Richard Bernstein Advisors
New York
$19.7M -$1.19M -40,952 -6%
NCM
36
Nelson Capital Management
California
$19.5M +$2.33M +80,407 +14%
WCWM
37
Willow Creek Wealth Management
California
$18.8M +$730K +25,201 +4%
LJAC
38
L.J. Altfest & Co
New York
$18M +$212K +7,316 +1%
BCM
39
Brookstone Capital Management
Illinois
$17M -$1.16M -40,139 -6%
AWM
40
AE Wealth Management
Kansas
$16.2M -$23.4M -806,471 -59%
GPWA
41
Great Point Wealth Advisors
Massachusetts
$16.1M +$12.8M +441,728 +390%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$14.4M +$6.04M +208,427 +72%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$14.2M +$14.2M +490,992 New
MFG
44
Merit Financial Group
Georgia
$13.7M +$9.59M +331,019 +225%
FTB
45
First Trust Bank
Bahamas
$12.9M
CW
46
CreativeOne Wealth
Kansas
$12.9M +$170K +5,881 +1%
QC
47
Quent Capital
New York
$12.3M +$1.39M +47,913 +13%
RFG
48
RFP Financial Group
Georgia
$12.1M -$74.8K -2,583 -0.6%
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$12.1M +$2.4M +82,901 +25%
BMD
50
Better Money Decisions
New Mexico
$11.1M -$516K -17,800 -4%